From f53747ad11c3c0f91738067a50c1b307283689e5 Mon Sep 17 00:00:00 2001 From: jero-odoo Date: Wed, 26 Jun 2024 11:00:32 -0400 Subject: [PATCH] [IMP] CRM: merge leads improvements closes odoo/documentation#10010 X-original-commit: fc144a96fd8c887326ec5657f3f05e400ca962a8 Signed-off-by: Jessica Rogers (jero) Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com> --- .../sales/crm/pipeline/merge_similar.rst | 16 +++++++++------- 1 file changed, 9 insertions(+), 7 deletions(-) diff --git a/content/applications/sales/crm/pipeline/merge_similar.rst b/content/applications/sales/crm/pipeline/merge_similar.rst index 12f49341f..da6c13376 100644 --- a/content/applications/sales/crm/pipeline/merge_similar.rst +++ b/content/applications/sales/crm/pipeline/merge_similar.rst @@ -27,8 +27,9 @@ Comparing similar leads and opportunities To compare the details of similar leads/opportunities, navigate to :menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`. Open a lead or opportunity, and click the -Doing so opens a Kanban view that only displays similar leads/opportunities. Click on a card to view -the details for the lead/opportunity, and confirm if they should be merged. +:guilabel:`Similar Leads` smart button. Doing so opens a Kanban view that only displays similar +leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if +they should be merged. Merging similar leads and opportunities ======================================= @@ -40,14 +41,15 @@ Merging similar leads and opportunities of which record was created first. After confirming that the leads/opportunities should be merged, return to the Kanban view using the -breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button. Click the :guilabel:`≣ -(view list)` icon to change to list view. +breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button. Click the +:icon:`oi-view-list` :guilabel:`(list)` icon to change to list view. Check the box on the left of the page for the leads/opportunities to be merged. Then, click the -:guilabel:`⚙️ Actions` icon at the top of the page, to reveal a drop-down menu. From that drop-down -menu, select the :guilabel:`Merge` option to merge the selected opportunities or leads. +:icon:`fa-cog` :guilabel:`Actions` icon at the top of the page, to reveal a drop-down menu. From +that drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities or +leads. -When :guilabel:`Merge` is selected from the :guilabel:`⚙️ Actions` drop-down menu, a +When :guilabel:`Merge` is selected from the :icon:`fa-cog` :guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal appears. In that pop-up modal, under the :guilabel:`Assign opportunities to` heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from the appropriate drop-down menus.